本报记者吴奕萱见习记者王楠 福建华策品牌定位咨询创始人詹军豪在接受《证券日报》采访时表示，此次合作标志着头部电池与材料 企业深度绑定已成明确趋势，将加速行业集中度提升，筑牢龙头企业竞争壁垒。他认为，这种长期协同 模式能够保障供应链稳定、降低成本，推动动力与储能市场扩容，加速技术迭代，助力"双碳"目标实 现。此外，305万吨的长期供应协议强化了需求端确定性，长期来看将推动市场供需匹配，促进行业健 康发展。 公告同时客观提示了相关风险。该协议履行过程中可能受到宏观经济、行业政策、市场价格波动、原材 料供应、产能建设及交付能力等多种因素影响，实际执行情况可能与预计存在差异。本次预计的销售金 额不构成业绩承诺或业绩预测。 工业和信息化部信息通信经济专家委员会委员盘和林对《证券日报》记者表示，宁德时代签订长协锁定 原材料是保障供应链稳定的必然选择，此举实现供需共赢与深度绑定。叠加储能电池及动力电池市场头 部集中的现状，这类合作将提升正极材料市场集中度，同时增强材料供应稳定性、稳定市场预期，推动 动力与储能市场集中度进一步提升。 容百科技表示，当前动力和储能市场的发展使得磷酸铁锂仍具备巨大市场空间。一方面，海外市场对磷 ...

1月13日晚，容百科技公告披露，公司与宁德时代签署了《磷酸铁锂正极材料采购合作协议》。协议约 定，自2026年第一季度开始至2031年，容百科技合计为宁德时代供应国内区域磷酸铁锂正极材料预计为 305万吨，协议总销售金额超1200亿元。本协议对双方均具有约束性。 容百科技表示，一方面，在海外地区磷酸铁锂动力电池有很大的发展空间。另一方面，由于太阳能电池 及储能电池技术的发展，成本不断降低，再加上AI技术的发展，以及这三项技术的相互作用，使得新 能源时代真正来临，储能行业得到爆发式增长。动力和储能市场的发展，使得磷酸铁锂仍具备巨大的市 场空间。 业绩影响方面，容百科技称，本协议的履行预计将对公司未来经营业绩产生积极且重要影响，并进一步 增强公司经营的稳定性与抗周期能力。具体对各年度业绩的影响情况，以公司后续披露的定期报告为 准。 ...

Group 1 - The core viewpoint of the article is that humanoid robots are one of the downstream application scenarios for solid-state batteries, but the solid-state battery industry is still in the development stage and has not yet achieved large-scale commercialization [1] Group 2 - Enjie Co., Ltd. (stock code: 002812) responded to investor inquiries on an interactive platform regarding the application of humanoid robots [1] - The company indicates that the solid-state battery industry is currently not at a stage of large-scale commercial application [1]

1月13日，蜂巢能源在常州举办第六届电池日，集中发布面向不同市场需求的多款电池技术新品。其中，堡垒2.0为目前全球最大电量的插混电池包，电量达 80kWh，支持6C峰值快充，10分钟可补电至80%。重磅发布的首款半固态电池容量达100kWh，具备6C快充能力，并在高温热失控防护上实现安全突破。同 步发布的半固态+龙鳞甲3.0产品，实现电量提升10%以上、换热能力提升50%，支持峰值6C充电，并确保高温热失控不蔓延。通过产品与技术的系统性创 新，蜂巢能源加速推动新能源汽车向更高性能与更高安全标准演进。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 ...

Group 1: Concerns about Federal Reserve Independence - UBS suggests that concerns over the independence of the Federal Reserve may lead to a more hawkish stance in monetary policy [1] - Goldman Sachs expects the Federal Reserve to continue making data-driven decisions despite the pressure from the criminal investigation against Chairman Powell [1][2] - Rabobank indicates that increasing political pressure on the Federal Reserve could result in higher volatility for the dollar in 2026 [1] Group 2: Market Reactions and Implications - Rabobank warns that the investigation into Powell could reignite "sell-America" trades, posing significant downside risks for the dollar [2] - ABN Amro suggests that the investigation may delay any potential interest rate cuts by the Federal Reserve as officials may adopt a more hawkish stance to defend the institution [2] - The Swiss franc has become a favored safe-haven currency amid concerns regarding the Federal Reserve's independence [4] Group 3: Economic Forecasts and Trends - State Street Global Advisors reports a greater than 30% probability that spot gold will exceed $5,000 per ounce this year, driven by geopolitical dynamics and Federal Reserve policies [2] - Fitch Ratings anticipates a moderate recovery of the Japanese yen from historical lows by 2026, despite ongoing challenges in the labor market [4] - Zhongjin Securities predicts that the Federal Reserve may cut interest rates by approximately 50 basis points in 2026 due to weak employment data [8]

公司磷酸铁锂产品具备卓越的性能，技术具备革命性。公司产品在铁溶出率、首效及压实密度等关键性 能指标上处于行业领先，可广泛应用于储能与动力，尤其是高端储能及动力领域。目前已完成三代品、 四代品的关键开发及应用开发;公司已在量产线上完成五代品开发，各项指标内部测试达标，开始进入 应用开发阶段。 此次协议对双方均具有约束性。一方面，在海外地区磷酸铁锂动力电池有很大的发展空间。另一方面， 由于太阳能电池及储能电池技术的发展，成本不断降低，再加上AI技术的发展，以及这三项技术的相 互作用，使得新能源时代真正来临，储能行业得到爆发式增长。动力和储能市场的发展，使得磷酸铁锂 仍具备巨大的市场空间。 容百科技(688005.SH)发布公告，公司与宁德时代（300750）新能源科技股份有限公司(简称"宁德时代") 签署了《磷酸铁锂正极材料采购合作协议》。协议约定，自2026年第一季度开始至2031年，容百科技合 计为宁德时代供应国内区域磷酸铁锂正极材料预计为305万吨，协议总销售金额超1200亿元。 ...

【蜂巢能源发布全球最大电量插混电池】智通财经1月13日电，蜂巢能源第六届电池日1月13日在常州召 开。电池日现场，蜂巢能源针对全球家庭用车向大五/六座进阶带来的"大电量插混"需求推出了全球最 大电量80 kWh插混电池包堡垒2.0。该电池包采用系统高度集成技术，体积利用率和系统能量密度提升 6%。电芯方面引入超充石墨技术，支持峰值6C快充，可在10分钟内完成10%-80%充电。 转自：智通财经 ...

1月13日，蜂巢能源在第六届电池日上发布了搭载全球首创固态电解质隔膜转印技术的半固态电池体 系。 此外，依托仿形梯度热压工艺，固态涂层可紧密贴合极片，并与现有液态产线100%兼容，无需新增产 线即可量产。电芯自产热温度提升8℃，热失控起始温度提升5℃，整体热安全缓冲时间增加10%，热失 控概率下降25%。 据蜂巢能源介绍，该体系面向三元体系的安全痛点，其自研极性变换固态电解质隔膜使离子电导率提升 10%以上，200℃热收缩率下降20%，增强了高温安全性。 ...

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced the adjustment of export tax rebate policies for photovoltaic and related products, effective April 1, 2026, which includes the cancellation of VAT export rebates for photovoltaic products and a reduction in the export tax rebate rate for battery products [1][4]. Summary by Categories Export Tax Rebate Policy Changes - From April 1, 2026, the VAT export tax rebate for photovoltaic products will be canceled [1][5]. - The export tax rebate rate for battery products will be reduced from 9% to 6% from April 1, 2026, until December 31, 2026, and will be completely canceled starting January 1, 2027 [4][5]. Products Affected - The announcement includes 18 pesticide-related products, such as glyphosate, acetochlor, and flufenacet, which will also be affected by the changes in export tax rebate policies [1][3]. - A detailed list of products subject to the changes is provided in the attachments, specifying the product codes and names along with their respective tax rates [5][6]. Consumption Tax Policy - The export consumption tax policy for the affected products will remain unchanged, continuing to apply the existing consumption tax rebate (exemption) policies [5].

Group 1 - The core viewpoint of the article emphasizes the explosive growth of the large cylindrical battery and all-tab technology market by 2025, with a projected increase in China's cylindrical battery shipments exceeding 15%, and large cylindrical batteries growing over 40% [3] - Major companies in the large cylindrical battery sector, such as EVE Energy, Molicel, and Penghui Energy, are expected to face supply shortages due to high demand, indicating a robust market outlook for 2026 [3] - The article highlights the rapid adoption of large cylindrical battery products in various applications, including lightweight power, electric two- and three-wheelers, portable and home energy storage, and automotive power [3] Group 2 - The event, organized by Qidian Lithium Battery and Qidian Research Institute (SPIR), aims to discuss cutting-edge technologies, processes, and materials related to cylindrical batteries, showcasing the industry's competitive landscape through a comprehensive ranking of the top 20 companies [3][6] - The agenda includes sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development trends of automotive-grade large cylindrical batteries [7][8] - The forum will feature discussions on the balance between cost and performance in new materials and processes, as well as the competitive speed of industrialization for new materials in large cylindrical batteries [8]